Biography
Kevin Bales, CFA, serves as a client portfolio manager for systematic strategies at Hartford Funds. He received his BBA from Cleveland State University and MBA from John Carroll University. Bales earned the right to use the Chartered Financial Analyst® designation and is a member CFA Society of Cleveland.
History of Fed easing cycles shows how cuts, hikes, and yield curves shape markets and style factors, offering late-cycle lessons for investors.
Explore historical bear markets to decode recession risk, valuation impact, and which investment styles perform best in downturns and recoveries.
Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.